Wealth Advisor - Career Growth & Elite Training

Bank of America; Lake Forest (CA); On-site; USD 80,000 - 90,000; Full time

Job summary

Bank of America invites an ambitious Advisor Development Program candidate to join Merrill Wealth Management. You will identify client needs, develop relationships, review goals, and deliver tailored financial recommendations with mentoring from senior teams.

Work involves prospecting, handling inquiries, and coordinating with specialists to service high-net-worth clients while pursuing ongoing training and professional growth.

Qualifications

• Bachelor’s degree or equivalent in finance, business, or related field.
• Minimum of one year in finance or sales with proven results.
• Series 7 & 66 licenses or 63/65 in lieu of 66 required.

Responsibilities

• Develop a book of business to meet and exceed performance hurdles.
• Prioritize sourcing clients, leverage referrals, assess client needs, and tailor solutions.
• Recommend investment products aligned with client objectives and risk tolerance.
• Balance growth with referrals, follow-up, and compliance in daily activities.
• Collaborate with banking and investment partners to serve client needs.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

Bachelor’s degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America invites an ambitious Advisor Development Program candidate to join Merrill Wealth Management. You will identify client needs, develop relationships, review goals, and deliver tailored financial recommendations with mentoring from senior teams.

Work involves prospecting, handling inquiries, and coordinating with specialists to service high-net-worth clients while pursuing ongoing training and professional growth.